With more than 35 years in the financial services industry, Nadine leads our team alongside Paul Weinstein. With her integrity, dedication and affinity for numbers, she is passionate about helping others strategically pursue their financial goals. Nadine provides tailored and comprehensive financial planning guidance for our clients with a focus on delivering the highest quality of client service.
Nadine has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Nadine is also a Chartered Financial Consultant.
Nadine was previously a first vice president with UBS Financial Services and senior financial consultant at Merrill Lynch before that. She earned a bachelor’s degree in marketing from Florida State University. Nadine is a member of the Estate Planning Council of Lee County and has been accredited by Crown Financial Ministries.
Nadine is an active member of her community and enjoys volunteering and giving back to her church and humanity organizations in her county. She enjoys spending time with her four sons and grandson in her spare time, as well as biking, practicing yoga, hiking and ballroom dancing.
Originally from Newport, Rhode Island, Nadine has lived in Fort Myers since 1982.
- Nadine was named on the 2021 edition of the Forbes list of Top Women Advisors
- Nadine was named to the 2021 edition of the Forbes list of Best in State Wealth Advisors
- Nadine was named on the 2022 edition of the Forbes list of Top Women Advisors
- Nadine was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Financial Consultants® (ChFC®) are financial consultants that demand excellence of themselves and their team. They embody this commitment to excellence by fulfilling the requirements for the ChFC® designation, which includes at least three years of experience in financial planning, completing a specified program of study and continuously upholding a high standard of professionalism. A ChFC® is able to evaluate your financial well-being, identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths, while reducing your financial weaknesses.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.